Paresh Joshi

Sr Technical Product Owner Senior Consultant @LPL Financial

San Diego, CA, US
EMAILS
p••••••••@lpl.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2020 — Present

Sr Technical Product Owner Senior Consultant @LPL Financial

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San Diego, US

EDUCATION

2008 — 2010

Gujarat University

Master of Business Administration - MBA, Marketing

2017 — 2018

Campbellsville University

MS Informaton Technology Management , Information Technology Project Management

2005 — 2008

Sardar Patel University, Vallabh Vidyanagar

Bachelor's degree, Industrial Chemistry

ABOUT PARESH JOSHI

14+ years of experience working in Banking, Finance & IRS reporting. Currently a SAFe certified Product Owner with concrete understanding and strong experience of business operations, team building, requirements gathering, business process flow, application enhancement, application replacement, sales report automation, data warehousing, data mapping, IRS and state 1095C & 1094C reporting, trading, advisory fee billing, credit risk, market risk, money market cash sweeps, rebalancing, commission calculation, retail lending, commercial lending, mortgage lending, channel funding, inventory financing, investment banking, capital market, equities, mutual fund, fixed income derivatives, risk management, loan processing, retirement services, financial advisor commission settlement, retirement investment, GL accounting, revenue and margin calculations and E- trading. Boasting a strong background of product ownership, product management, operations management with an excellent commercial approach to solving problems and developing business. Experience with secure software development life cycle (SDLC), Project management life cycle (PLC) and software development methodologies such as SAFe Agile, RUP and Waterfall. Skilled in facilitating Joint Application Development (JAD) with IT group for eliciting functional specifications that support the High-Level business requirements and to verify the compatibility of the existing system infrastructure with the new business requirements. Expert communicator (written, verbal and presentation) involved in high-level interaction and influence with variety of audiences (Senior Executives, Clients PMs, developers, SME) as well as PMO. Prepared Solution Architect document as well as Application SCA (Security control Assessment) and Presented ARB (Architect Review Board) and TRB (Technology Review Board), worked on solution architect, SCA (security control assessment), expert in interpretation of technical specifications, production issues and issues pertaining to data flow between applications. Have solid experience in providing technical solution design for external and internal clients. Expertise in developing and maintaining software requirement specifications (SRS), use cases and designing test plans.

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